Account Manager

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off

Overview
We are seeking an experienced and licensed Property & Casualty Insurance Agent to join our dynamic team. The ideal candidate will bring a strong background in insurance sales, client relationship management, and policy servicing. This role requires a proactive, customer-focused professional who thrives in an environment that is passionate about helping individuals protect their assets, in a supportive team environment.

Duties

• Build and maintain strong relationships with existing clients to ensure satisfaction and policy renewals
• Assess client needs and recommend appropriate P&C insurance products
• Provide excellent customer service by addressing client needs and concerns promptly.
• Prepare quotes, explain coverage options, and assist clients in selecting suitable policies
• Process applications, endorsements, renewals, and cancellations accurately and efficiently
• Client Support : Build and maintain client relationships by addressing inquiries, resolving issues, and providing ongoing policy support.
• Maintain accurate records of client interactions, policy details, and communications
• Minimum 2+ years of experience in a customer-facing role
• Collaborate with team members to enhance customer support services.
• Active Property & Casualty (P&C) insurance license

Skills

• Excellent communication and interpersonal skills to engage clients and team members.
• Strong computer literacy with experience in data entry .
• Excellent organizational skills with the ability to manage multiple tasks simultaneously.
• Assist Clients with day to day requests, such as making a payment, making a change on their policies, completing requests, etc.
• Previous experience with Applied EPIC management system is a plus but not required.
• Demonstrated clerical experience with attention to detail in all tasks performed.
• Strong phone etiquette and customer service skills to foster positive client interactions.
• Experience with multiple carriers and comparative rating systems

Job Type: Full-time